Retirement planning & benefits

Professional services firm established in 2015, supporting international corporations, high net worth individuals, and families with fiduciary and business support needs in St Peter Port.

Insurance broker offering commercial, marine, private medical, and professional indemnity insurance across the Channel Islands from St Peter Port.

Regulated life insurance company offering tax-efficient, unit-linked wealth management solutions to a global clientele in St Peter Port.

Regulated by the GFSC as a primary licensee for Pension Scheme Business and Gratuity Scheme Business, providing private annuities to non-UK pension schemes in St Peter Port.

Professional service providing personal insurance, including home, car, travel, and marine, alongside business insurance in St Sampson.

Specialist cross-border pension service provider regulated by the GFSC and licensed as a fiduciary services company in St Peter Port.

Independent financial advisory firm established in 2006, offering personal financial planning and advice to individuals and businesses in St Peter Port.

Owner-managed provider of Trust, Corporate, Fund, and Family Office services, established in 1998 and licensed by the GFSC in St Pierre du Bois.

Fiduciary Primary Licensee regulated by the GFSC, providing financial, pension, and gratuity scheme services from St Peter Port since 1999.

Insurance broker established in 1980, providing general insurance broking services to companies and private clients across Guernsey, Alderney, Jersey, and Sark.

Professional services firm offering pension services in St Peter Port.

Friendly society established in 1834, offering medical insurance, primary care, and corporate care to residents of Guernsey and Alderney.

Accountancy firm specialising in Guernsey and UK tax advice and tax preparation services, also offering outsourced tax support to other accountancy firms in Forest.

Independent insurance brokerage and financial advice firm with a team of Independent Financial Advisers in St Peter Port.

Financial advice firm established in 2001, offering mortgages, insurance, financial planning, and pensions advice in St Peter Port.

Specialist provider of international trust, retirement, and employee benefit solutions, licensed by the GFSC for pension and gratuity scheme business in St Peter Port.

Independent professional services firm established in 1972, offering private wealth, corporate, fund, pensions, employer, and yacht services in St Peter Port.

Primary Licensee for company, trust, and pension administration, also assisting with estate and succession planning in St Peter Port.

Independent financial adviser established in 1984, specialising in corporate pensions and employee benefit arrangements in St Sampson.

Professional firm established in 1994, specialising in structuring, establishing, and administering International Pension Plans and Employee Benefit Solutions.

Actuarial consultancy providing Pension Transfer Value Analysis reports and acting as Actuary to Guernsey life insurance companies from St Saviour.

Wealth management company providing investment solutions for individuals, families, charities, intermediaries, and corporations in St Peter Port.

Specialist insurance service established in 1947, providing international private health insurance and employee wellbeing support in St Saviour.

Professional service offering accounting, payroll, HR & benefits, tax, compliance, wealth structuring, family office, and marine & aviation administration in St Peter Port.

Professional firm offering a full range of pensions management services, regulated and licensed by the Guernsey Financial Services Commission.

The wealth management arm of Schroders, offering portfolio management, wealth planning, banking, and lending for private clients, family trusts, companies, charities, and pension plans.

Provider of private family trust services and corporate structures, specialising in pension and gratuity scheme business.

Personal Finance Society (PFS) Associate Firm providing independent financial advice for retirement planning, wealth growth, and asset protection.

Professional firm offering pension and retirement saving solutions, providing Retirement Annuity Trust Schemes (RATS) for individuals, companies, and international clients.

Professional firm providing life insurance annuity products for high net worth customers, licensed by the GFSC and registered with HMRC in the UK.

Fiduciary providing trust, corporate, and pension administration services as part of Praxis Group, in St Peter Port.

Licensed fiduciary and pension services company, part of the international Sovereign Group, providing trust, corporate, and retirement planning services from St Peter Port.

International life insurance-based wealth management and employee benefits provider, part of Utmost Group plc, in St Peter Port.

Life insurance and employee benefits provider, formerly Generali Worldwide, offering wealth solutions across the UK, Europe, Latin America, Asia, and the Middle East from St Peter Port.

Professional service in St Peter Port offering advisory, broking, and solutions services to help clients manage risk and optimise benefits.

Accounting practice founded in 1952, providing accounting, audit, advisory, tax, and fiduciary services, and is an authorised ACCA training employer in St Peter Port.

Not-for-profit association of members operating pension arrangements and other forms of retirement provision, established in 1990.